See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,863 | $127,100+12.4% | $105,738+35.1% | $135,375+5.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -5.74% | 4.49%-10.2pp | 6.27%-12.0pp | 519.73%-525.5pp |
| Employer contribution / active EE | $8,567 | $4,107+108.6% | $3,268+162.1% | $4,779+79.3% |
| Participant deferral / active EE | $52,236 | $5,064+931.4% | $4,080+1180.3% | $5,609+831.3% |
| Admin fee / account holder | $1,431 | $9,087-84.3% | $6,913-79.3% | $10,827-86.8% |